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IFO

Independent Family Office Portfolio holdings

AUM $243M
1-Year Est. Return 21.81%
This Fund
S&P 500
This Quarter Est. Return
+9.44%
1 Year Est. Return
+21.81%
3 Year Est. Return
+66.8%
5 Year Est. Return
+75.33%
10 Year Est. Return
–
AUM
$236M
AUM Growth
+$20.6M
Cap. Flow
+$2.18M
Cap. Flow %
0.92%
Top 10 Hldgs %
66.93%
Holding
80
New
3
Increased
8
Reduced
17
Closed
1

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.03M
2
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$1.09M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$965K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$938K
5
DCRE icon
DoubleLine Commercial Real Estate Debt ETF
DCRE
+$601K

Top Sells

Rank Stock Value
1
IWM icon
iShares Russell 2000 ETF
IWM
+$1.23M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$905K
3
PTC icon
PTC
PTC
+$722K
4
IAU icon
iShares Gold Trust
IAU
+$574K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$501K

Sector Composition

Rank Sector Weight
1 Technology 18.55%
2 Financials 3.85%
3 Materials 2.4%
4 Communication Services 1.3%
5 Healthcare 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNH icon
76
UnitedHealth
UNH
$368B
$207K 0.09%
600
-90
-13% -$27.2K
AMZN icon
77
Amazon
AMZN
$2.93T
$205K 0.09%
933
– –
IWR icon
78
iShares Russell Mid-Cap ETF
IWR
$57.8B
$203K 0.09%
+2,100
New +$199K
PNC icon
79
PNC Financial Services
PNC
$101B
$201K 0.09%
+1,000
New +$198K
PGR icon
80
Progressive
PGR
$124B
– –
-778
Closed -$208K
1 2 3
4

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VG
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GPC
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HCM
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SC
Schulhoff & Co Cincinnati, Ohio $243M AUM 17.47% 1-Year Est. Return
SC
Solstein Capital Menlo Park, California $244M AUM 29.05% 1-Year Est. Return
EW
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MA
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GIM
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Independent Family Office's Q3 2025 Portfolio in Review

As of Q3 2025, Independent Family Office held 80 positions worth $236M, up 9.6% from $216M the previous quarter. Its ten largest holdings account for 67% of the portfolio.

Independent Family Office's Q3 2025 filing shows 3 new, 8 increased, 17 reduced and 1 closed positions. Its largest new stake was Primoris Services: 2,000 shares worth $275K. The largest sale was iShares Russell 2000 ETF, an estimated $1.23M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, down from 19% a quarter earlier, followed by Financials and Materials.

  • Independent Family Office's largest Q3 2025 buy was Primoris Services: 2,000 shares worth $275K.
  • Independent Family Office added most to Vanguard S&P 500 ETF in Q3 2025, an estimated $3.03M increase.
  • Independent Family Office's biggest Q3 2025 reduction was iShares Russell 2000 ETF, cutting an estimated $1.23M.
  • Independent Family Office fully exited Progressive in Q3 2025, selling an estimated $208K.
  • Independent Family Office's ten largest holdings make up 67% of its $236M portfolio in Q3 2025.
  • Independent Family Office opened 3 new positions and closed 1 in Q3 2025.
  • Independent Family Office's portfolio value rose 9.6% quarter-over-quarter to $236M.

Based on Independent Family Office's 13F filing for Q3 2025, filed 13 Nov 2025.